Civic Intelligence

Brodie & Friedman, Pa

Plan context: Brodie & Friedman, Pa 401(K) Plan

EIN 86-1161660 • Boca Raton, FL • 21 filings • 2 plans

1675 North Military TrailSuite 730Boca Raton, FL 33486
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,812,231

2024 Contributions

$389,538

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,812,231$1,906,116$0201020172024YearValue
$3,812,231Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950201020172024YearValue
9Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202429$3,812,231$389,538$43,282iApproximate average salary by contribution assumption: employee only about $1,082,050 at 4% or $721,367 at 6%; with 50% employer match about $721,367 at 4% or $480,911 at 6%; with 100% employer match about $541,025 at 4% or $360,683 at 6%.
Brodie & Friedman, Pa 401(K) Plan-9$2,364,279$89,538$9,949iApproximate average salary by contribution assumption: employee only about $248,717 at 4% or $165,811 at 6%; with 50% employer match about $165,811 at 4% or $110,541 at 6%; with 100% employer match about $124,358 at 4% or $82,906 at 6%.
Brodie & Friedman, Pa Cash Balance Plan-6$1,447,952$300,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
202326$2,930,775$281,935$46,989iApproximate average salary by contribution assumption: employee only about $1,174,729 at 4% or $783,153 at 6%; with 50% employer match about $783,153 at 4% or $522,102 at 6%; with 100% employer match about $587,365 at 4% or $391,576 at 6%.
Brodie & Friedman, Pa 401(K) Plan-6$1,896,980$81,934$13,656iApproximate average salary by contribution assumption: employee only about $341,392 at 4% or $227,594 at 6%; with 50% employer match about $227,594 at 4% or $151,730 at 6%; with 100% employer match about $170,696 at 4% or $113,797 at 6%.
Brodie & Friedman, Pa Cash Balance Plan-5$1,033,795$200,001$40,000iApproximate average salary by contribution assumption: employee only about $1,000,005 at 4% or $666,670 at 6%; with 50% employer match about $666,670 at 4% or $444,447 at 6%; with 100% employer match about $500,002 at 4% or $333,335 at 6%.
202227$2,249,789$269,383$38,483iApproximate average salary by contribution assumption: employee only about $962,082 at 4% or $641,388 at 6%; with 50% employer match about $641,388 at 4% or $427,592 at 6%; with 100% employer match about $481,041 at 4% or $320,694 at 6%.
Brodie & Friedman, Pa 401(K) Plan-7$1,495,159$77,367$11,052iApproximate average salary by contribution assumption: employee only about $276,311 at 4% or $184,207 at 6%; with 50% employer match about $184,207 at 4% or $122,805 at 6%; with 100% employer match about $138,155 at 4% or $92,104 at 6%.
Brodie & Friedman, Pa Cash Balance Plan-6$754,630$192,016$32,003iApproximate average salary by contribution assumption: employee only about $800,067 at 4% or $533,378 at 6%; with 50% employer match about $533,378 at 4% or $355,585 at 6%; with 100% employer match about $400,033 at 4% or $266,689 at 6%.
202127$2,464,818$256,917$36,702iApproximate average salary by contribution assumption: employee only about $917,561 at 4% or $611,707 at 6%; with 50% employer match about $611,707 at 4% or $407,805 at 6%; with 100% employer match about $458,780 at 4% or $305,854 at 6%.
Brodie & Friedman, Pa 401(K) Plan-7$1,826,383$69,147$9,878iApproximate average salary by contribution assumption: employee only about $246,954 at 4% or $164,636 at 6%; with 50% employer match about $164,636 at 4% or $109,757 at 6%; with 100% employer match about $123,477 at 4% or $82,318 at 6%.
Brodie & Friedman, Pa Cash Balance Plan-0$638,435$187,770-
202026$2,226,607$269,315$44,886iApproximate average salary by contribution assumption: employee only about $1,122,146 at 4% or $748,097 at 6%; with 50% employer match about $748,097 at 4% or $498,731 at 6%; with 100% employer match about $561,073 at 4% or $374,049 at 6%.
Brodie & Friedman, Pa 401(K) Plan-6$1,834,506$80,442$13,407iApproximate average salary by contribution assumption: employee only about $335,175 at 4% or $223,450 at 6%; with 50% employer match about $223,450 at 4% or $148,967 at 6%; with 100% employer match about $167,588 at 4% or $111,725 at 6%.
Brodie & Friedman, Pa Cash Balance Plan-0$392,101$188,873-
201927$1,731,137$262,622$37,517iApproximate average salary by contribution assumption: employee only about $937,936 at 4% or $625,290 at 6%; with 50% employer match about $625,290 at 4% or $416,860 at 6%; with 100% employer match about $468,968 at 4% or $312,645 at 6%.
Brodie & Friedman, Pa 401(K) Plan-7$1,545,336$76,821$10,974iApproximate average salary by contribution assumption: employee only about $274,361 at 4% or $182,907 at 6%; with 50% employer match about $182,907 at 4% or $121,938 at 6%; with 100% employer match about $137,180 at 4% or $91,454 at 6%.
Brodie & Friedman, Pa Cash Balance Plan-0$185,801$185,801-
201816$1,156,800$123,190$20,532iApproximate average salary by contribution assumption: employee only about $513,292 at 4% or $342,194 at 6%; with 50% employer match about $342,194 at 4% or $228,130 at 6%; with 100% employer match about $256,646 at 4% or $171,097 at 6%.
Brodie & Friedman, Pa 401(K) Plan-6$1,156,800$123,190$20,532iApproximate average salary by contribution assumption: employee only about $513,292 at 4% or $342,194 at 6%; with 50% employer match about $342,194 at 4% or $228,130 at 6%; with 100% employer match about $256,646 at 4% or $171,097 at 6%.
201714$1,108,340$339,770$84,943iApproximate average salary by contribution assumption: employee only about $2,123,563 at 4% or $1,415,708 at 6%; with 50% employer match about $1,415,708 at 4% or $943,806 at 6%; with 100% employer match about $1,061,781 at 4% or $707,854 at 6%.
Brodie & Friedman, Pa 401(K) Plan-4$1,108,340$339,770$84,943iApproximate average salary by contribution assumption: employee only about $2,123,563 at 4% or $1,415,708 at 6%; with 50% employer match about $1,415,708 at 4% or $943,806 at 6%; with 100% employer match about $1,061,781 at 4% or $707,854 at 6%.
201613$646,339$111,685$37,228iApproximate average salary by contribution assumption: employee only about $930,708 at 4% or $620,472 at 6%; with 50% employer match about $620,472 at 4% or $413,648 at 6%; with 100% employer match about $465,354 at 4% or $310,236 at 6%.
Brodie & Friedman, Pa 401(K) Plan-3$646,339$111,685$37,228iApproximate average salary by contribution assumption: employee only about $930,708 at 4% or $620,472 at 6%; with 50% employer match about $620,472 at 4% or $413,648 at 6%; with 100% employer match about $465,354 at 4% or $310,236 at 6%.
201516$515,622$120,719$20,120iApproximate average salary by contribution assumption: employee only about $502,996 at 4% or $335,331 at 6%; with 50% employer match about $335,331 at 4% or $223,554 at 6%; with 100% employer match about $251,498 at 4% or $167,665 at 6%.
Brodie & Friedman, Pa 401(K) Plan-6$515,622$120,719$20,120iApproximate average salary by contribution assumption: employee only about $502,996 at 4% or $335,331 at 6%; with 50% employer match about $335,331 at 4% or $223,554 at 6%; with 100% employer match about $251,498 at 4% or $167,665 at 6%.
201415$462,338$128,039$25,608iApproximate average salary by contribution assumption: employee only about $640,195 at 4% or $426,797 at 6%; with 50% employer match about $426,797 at 4% or $284,531 at 6%; with 100% employer match about $320,098 at 4% or $213,398 at 6%.
Brodie & Friedman, Pa 401(K) Plan-5$462,338$128,039$25,608iApproximate average salary by contribution assumption: employee only about $640,195 at 4% or $426,797 at 6%; with 50% employer match about $426,797 at 4% or $284,531 at 6%; with 100% employer match about $320,098 at 4% or $213,398 at 6%.
201313$323,750$107,862$35,954iApproximate average salary by contribution assumption: employee only about $898,850 at 4% or $599,233 at 6%; with 50% employer match about $599,233 at 4% or $399,489 at 6%; with 100% employer match about $449,425 at 4% or $299,617 at 6%.
Brodie & Friedman, Pa 401(K) Plan-3$323,750$107,862$35,954iApproximate average salary by contribution assumption: employee only about $898,850 at 4% or $599,233 at 6%; with 50% employer match about $599,233 at 4% or $399,489 at 6%; with 100% employer match about $449,425 at 4% or $299,617 at 6%.
201213$194,199$100,130$33,377iApproximate average salary by contribution assumption: employee only about $834,417 at 4% or $556,278 at 6%; with 50% employer match about $556,278 at 4% or $370,852 at 6%; with 100% employer match about $417,208 at 4% or $278,139 at 6%.
Brodie & Friedman, Pa 401(K) Plan-3$194,199$100,130$33,377iApproximate average salary by contribution assumption: employee only about $834,417 at 4% or $556,278 at 6%; with 50% employer match about $556,278 at 4% or $370,852 at 6%; with 100% employer match about $417,208 at 4% or $278,139 at 6%.
201113$85,465$43,560$14,520iApproximate average salary by contribution assumption: employee only about $363,000 at 4% or $242,000 at 6%; with 50% employer match about $242,000 at 4% or $161,333 at 6%; with 100% employer match about $181,500 at 4% or $121,000 at 6%.
Brodie & Friedman, Pa 401(K) Plan-3$85,465$43,560$14,520iApproximate average salary by contribution assumption: employee only about $363,000 at 4% or $242,000 at 6%; with 50% employer match about $242,000 at 4% or $161,333 at 6%; with 100% employer match about $181,500 at 4% or $121,000 at 6%.
201013$49,639$48,718$16,239iApproximate average salary by contribution assumption: employee only about $405,983 at 4% or $270,656 at 6%; with 50% employer match about $270,656 at 4% or $180,437 at 6%; with 100% employer match about $202,992 at 4% or $135,328 at 6%.
Brodie & Friedman, Pa 401(K) Plan-3$49,639$48,718$16,239iApproximate average salary by contribution assumption: employee only about $405,983 at 4% or $270,656 at 6%; with 50% employer match about $270,656 at 4% or $180,437 at 6%; with 100% employer match about $202,992 at 4% or $135,328 at 6%.